Tie purchases to a phone number, apply offers at billing, and find the regulars who stopped.
Loyalty and offers ties a phone number at the counter to what that customer buys, so points, discounts and schemes are applied while billing and are not worked out in somebody’s head. The list of regulars who have stopped coming is the part owners end up using most. A message can then go to them with a reason to return.
Most shops have fifty or sixty customers who matter, yet nobody has written their names down. The regulars exist only as a hazy memory in the head of whoever stands at the counter, so when that cashier quits, the knowledge walks out too. A festival offer goes out to everybody, including people who were coming anyway.
The phone number at billing is enough to start. Purchases collect against it, points build up, and an offer you have set is applied at the counter without arithmetic. Who has lapsed is then a question the software can answer honestly.
What your team uses today.
The module takes over these, one at a time, so nothing has to stop while it is set up.
- Stamp cards kept in wallets
- A notebook of regulars’ numbers
- Discounts decided at the counter
The problems this is meant to ease.
What loyalty and offers does.
What this looks like in a working week.
Illustrative scenarios, written to show the shape of the work. They are not accounts of client systems.
The people who open this every day.
From first conversation to daily use.
Decide the rules
Rules matter here. Tell us how customers earn and spend points and which offers you run, and a written note comes back for approval.
Load known customers
Send phone numbers and names from wherever you keep them. A trial import arrives with duplicates marked.
Try billing
Counter staff bill a few sample sales. Points and offers apply, and corrections go into the setup.
Prepare the messages
You write or approve the wording. Templates for WhatsApp or SMS come back for the person who sends them.
How you would know it is working.
Record where you stand before it goes live, so the change is measured against your own figures.
- Repeat purchases by loyalty members
- Customers lapsed beyond the chosen period
- Discount given under each scheme
- Coupons issued against coupons redeemed
- Bills with a phone number captured, against all bills
It is one part of a system, not an island.
A module earns its place by what it passes to the next one. These are the connections we set up most often.
- Point of sale billing
- Product management
- WhatsApp and SMS
- Multi-outlet stock
- Customer records
Products that include it.
How we would put it in.
Questions owners ask about loyalty and offers.
Do loyalty points really bring people back?
Modestly, and less than most shops hope. The lapsed customer list is worth more than the points scheme, because a person who stopped coming will often return for one phone call. Points mainly stop a regular drifting to the next shop.
Do we need an app for this?
No, and you should resist building one. Your customers will not install an app for a bakery. A phone number at the counter does the same job without anybody downloading anything.
Can we send offers on WhatsApp?
Promotional messages on WhatsApp need approved templates and customers who agreed to receive them, so the setting up takes longer than people expect. SMS is simpler for a first campaign, and we will say which suits your shop.
Will it work across two shops?
Yes. Points earned at one are redeemed at the other, and the customer record is the same in both. Our spa system handles memberships and points that way across outlets.
What drives the cost of loyalty and offers?
Outlets, billing links and the kinds of schemes decide it. Messaging adds work. So does moving old customer lists. The lapsed-customer list can be added after billing works.
What decides how soon the counter can use it?
Rules and customer lists. The release for the counter holds the phone-number account, points, offers at billing and the lapsed-customer list. Rules and lists are yours to supply. The proposal lists when each part is due.
Businesses that ask for this.
Modules that work with it.
Tell us how you handle loyalty and offers today.
A spreadsheet, a register or another system: say which, and we will tell you plainly what is worth changing.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements